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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,775 | $91,424-55.4% | $135,942-70.0% | $71,495-43.0% |
| Participation rate | 77.6% | 75.7%+1.9pp | 81.9%-4.3pp | 67.9%+9.6pp |
| Annual return | 15.84% | 29.90%-14.1pp | 68.28%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $10,037 | $7,092+41.5% | $7,759+29.4% | $4,291+133.9% |
| Admin fee / account holder | $5,858 | $1,266+362.7% | $10,764-45.6% | $1,588+269.0% |